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文章 · Using DocMX
Documents (search)
There are three main ways to search for documents. Tag Search Global Search Document ID Search Tag Search Tag search is used to find documents by document type with optional … ID Search The document ID search is used to find one document by its document ID. Search Results Search results are displayed in a table format and the actions below are available
影片課程單元 · Using DocMX
Global Search
Search across different document types and use common tag values. Basic search Other search options
文章 · Using DocMX
Navigation Menus
that index directly into DocMX. Forms Document templates Control Centres See overviews of entities, departments and daily/nightly reports. Reports See customised reports. Entity Choose the entity for multi-entity environments. Search Document ID Find a specific document using the ID. Log off Always log off the system after use, for security
文章 · Getting Started › Essential Knowledge
Understand roles & permissions
the locations. Access to a document type Having access to a location is halfway there. Once users are inside a location, they also need a role that will act as a key to open the document type. 2 keys are required to open a document A user can only access a document if the user has access to both the location and document type. Other roles Approval Users
文章 · Getting Started › Essential Knowledge
Understand tags
What are tags? Generally, not all information on a document is required. The tags are key information that allow document searching and linking. Each document type has its own set … accordingly. How are tags used? Tags are used for: Tag Search Documents can be found by specifying tag conditions in a document search. Linking documents Document types can be placed
文章 · Using DocMX
Documents (add/index)
Indexing a document is a simple process of adding it to the Intray, selecting the correct document type and adding tags. Documents in Intrays are waiting to be Indexed Adding a document to your Intray is not the same as Indexing. A document is indexed after it is has been classified as a specific document type, and then it can be found in searches. My
文章 · Getting Started › Intro to DocMX
DocMX Glossary
AP, expense claim, invoice, meeting minutes. Document Search Searching on a specific document type using tags to filter to a specific set of documents. Download Download the file … that can be defined are: Approval Job Security Global S Search and Attach The ability to be viewing one document and searching within the system and attaching a related document
文章 · Getting Started › Intro to DocMX
What is DocMX
start and tasks are assigned as soon as a document is indexed. Automated User Methods Tasks meeting certain conditions are approved. Checks are made and warnings are added … attachments. User(s) collaborate with notes and annotations inside documents. Adding links helps teammates see relevant areas within the same document or other documents. 4. DATA